Tag: Cogent Conversations
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Liz Winkle’s Five-Year Milestone: A Legacy of Dedication and Excellence
Michael Evans and Kelly Stanley are incredibly proud to celebrate Liz Winkle’s five-year milestone with the firm. Liz’s contributions to the team and clients have...
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Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Meet Michael, the maestro of wealth management and the virtuoso behind the scenes at Cogent Strategic Wealth. Living a life that’s a delightful blend of...
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Cogent Conversations for 2024 Financial Planning
As 2023 nears its end, it’s time to think about specific financial tasks you can do before year-end to assist in your tax planning efforts...
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A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.